See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,001 | $109,881-76.3% | $150,045-82.7% | $84,808-69.3% |
| Participation rate | 74.6% | 76.1%-1.5pp | 82.3%-7.7pp | 68.3%+6.3pp |
| Annual return | 19.89% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,001 | $3,561-43.8% | $4,693-57.4% | $2,631-23.9% |
| Participant deferral / active EE | $3,683 | $6,636-44.5% | $7,997-53.9% | $4,212-12.6% |
| Admin fee / account holder | $2,451 | $8,568-71.4% | $13,435-81.8% | $7,344-66.6% |